Resolved Issues

• Client page:
  • Fixed an issue where the search filter did not display accurate results when searching for invoice numbers.
• Client Contract Jobs page:
  • Fixed an issue where bulk time jobs were not included on the client contract jobs page.
• Company Settings:
  • Fixed an issue where the subdomain was not displayed.
• Contract Job page:
  • Fixed an issue where an error occurred when enabling expenses.
  • Fixed an issue where Default Timecard Status and Default Hours were not displayed when selecting the Salary time collection method.
• Contract Overview page:
  • Fixed an issue where not all of the PBIs were displayed on the contract overview page.
• Contractors:
  • Fixed an issue where creating a new 1099 contractor and clicking “Save and Create Job” would not set up the new contract job properly.
• Direct Hire Job page:
  • Fixed an issue where the invoice adjustment did not update the split invoice amount.
• Email Settings:
  • Fixed an issue where an error was displayed on the email settings page.
• Invoicing:
  • Fixed an issue where the timecard attached to an invoice did not include the expense section.
  • Fixed an issue where the invoice pages were not using the PBI attribute “Display Name” values.
  • Fixed an issue where an error occurred when creating a new version of a direct hire invoice.
  • Fixed an issue where an error occurred while emailing an invoice.
• Reports:
  • Fixed an issue where the sales amounts on the Contract Summary Report did not match the amounts on the Contract Overview page.
  • Fixed an issue where the data on the Dashboard did not match the data in other GP reports.
• Timecards page:
  • Fixed an issue where an error was displayed when the contract job was not assigned to an invoice group.
  • Fixed an issue where the Reset Timecard function did not clear Expenses and PerDiem.
  • Fixed an issue where the View Invoice function redirected the user to the homepage instead of the invoice page.
• Outstanding Approvals page:
  • Updated the logic so approvers can view timecards when a contract job has a bill rate of “0”.

Resolved Issues

• Bulk Time Detail page:
  • Fixed an issue where the bulk time detail page wouldn’t load successfully when 1099 contractors were included.

version 2.0.21

New Feature

Custom Pay Bill Items:

Here is a quick overview of Bilflo 2.0 – https://www.loom.com/share/8fa504f6b2af4afa81af73c9ed699b99

Users with permission to access the Settings page in Bilflo can now add custom pay/bill items (PBIs) to a contract job, invoice, etc. See below for how you can utilize this feature in various areas of the application.

• Setting up a Custom Pay Bill Item (PBI):
  • You can view and create any active/inactive Pay Bill Items (PBIs) on the Settings > Pay Bill Items page. 
  • If you’d like to edit any PBIs, you can click on the name and add or remove any attributes.
  • If you’d like to add a new custom PBI, you can click on +Add Custom Pay Bill Item.

• +Add Custom Pay Bill Item
  • On this page, you can add any attributes to this new custom PBI by clicking +Add Attribute to define how you’d like this custom PBI to interact with other areas of Bilflo.
• PBI Attributes
  • Attributes (e.g. “Map To Payroll”, “Can Use In Contract Job”, “Default Bill Rate”, “Default Bill Quantity”, etc.) will define how the custom PBI will interact with the rest of the data within Bilflo.

• Contract Job page (new and/or existing jobs) 
  • In the Time and Pay section, you can click Select New Item to add any system or custom PBIs. Then you can define the Pay/Cost Rate and Bill Rate in the corresponding cells. 
• Bulk Time / Third Party Timecards
  • Contract Jobs with Third Party time collection method selected should have Custom PBIs displayed on the timecard detail page.
  • Contract Jobs with Bulk Time collection method selected should have Custom PBIs displayed on the bulk time detail page.

• Contract Overview page (slideout modal)
  • From the Contract Overview page, when you select a record and open the slideout modal, you can override the Quantities, Pay Rates, and Bill Rates of system PBIs (Regular, Overtime, Double Time, Sick Time, or Vacation Time) or Custom Pay Bill Items (“Incentive Bonus”, “Mileage Expense PBI”, etc.)
• Split Quantities
  •  When you click on the Split Quantities link, you can define the quantity for that PBI. This can be used if you want the Pay Quantity to differ from the Bill Quantity for any reason.
• Be sure to click Save after editing anything in the slideout modal.

• Invoice Detail page (Add Line Item)
  • From the Invoice History page, when you view an invoice, you can click on the line item to edit any apsects of the line item (i.e. quantity, rate, description, etc.) or you can click +Add Line Item to add a system PBI or custom PBI as well as define the description, bill quantity/rate, etc. 
  • If you edit or add a new line item, be sure to click Save as a New Version so the PDF invoice gets updated properly with the updated information.

New Feature

• Meal Breaks:
  • Removed meal break requirements for contract jobs in Massachusetts in order to be in compliance with employment law. 

Resolved Issues

• Contractors:
  • Fixes an issue where the Contractors table did not load/display properly when scrolling to the bottom of the list.
• Emails:
  • Fixes an issue where “null” records were displayed when attempting to add a contractor on the New Email page (People >> Contractors >> select contractor records >> click Actions >> select “Email selected)
  • Fixes an issue where the Scheduled Emails page was not loading properly due to an error.
• Team Member Goals:
  • Fixes an issue where the goal was not working properly for a calculated metric

Resolved Issues 

• Contractors: 
  • Updated the Contractors page so the dropdown arrows now include the option to delete the contractor record (as long as there are no active contract jobs associated with that record). 
• Custom Field: 
  • Fixes an issue where certain values on the custom fields would cause the contract job page to display an error message. 
• Expenses: 
  • Fixes an issue where users could not mark expense items on the Global Lists page as inactive. 
• Timecards: 
  • Fixes an issue where 1099 Daily timecards that were attached to invoices were not displaying overtime values if they were present on the timecard. 
• QuickBooks Online: 
  • Fixes an issue where the Invoice Mapping page and Client Mapping page were incorrectly displayed and causing an error when attempting to export.

New Features

• Timecards:
  • 1099 Contractors can now utilize Detailed Clock-in Clock-out timecards on a contract job.
• Meal Breaks: 
  • Removed meal break requirements for contract jobs in Kentucky in order to be in compliance with employment law. 
  • Removed Meal break requirements for contract jobs in Pennsylvania in order to be in compliance with employment law. 
• Miscellaneous: 
  • Updated the text box when opening a terminated contract job. 
  • Updated the save buttons on the Contractor profile page as well as the Team Member profile page. 

Resolved Issue

• Billing:
  • Fixes an issue where users were experiencing an error when entering payment/credit card information.

New Feature

• Timecards:
  • 1099 contractors can now use Clock-in Clock-out timecards.

Resolved Issue

• Integrations:
  • Fixes an issue where the Client Mapping page was not loading properly.

Resolved Issues

• Expenses: 
  • Fixes an issue where users can upload expense documents after the timecard has been submitted. 
• Miscellaneous: 
  • Fixes an issue where the Client detail page displayed actual GP when actual GP was not enabled on the Company Settings page. 
  • Updated the Contractors page so the default search filter is set to show all active contractors in the application. 
• Team Members: 
  • Fixes an issue where an error occurred on the team member permissions page. 
  • Fixes an issue where team member timecards were not generated immediately after the team member was created. 
• QuickBooks Desktop: 
  • Fixes an issue where the accounting integration was looking for a payroll integration on the invoice mapping page.